November 18, 2014
Holiday shopping. Turkey cooking. Family entertaining. November and December are very busy (and stressful) months. But if you’re one of the countless Americans with an IRA or 401(k), there are some critical items that ought to be on your to-do list ...
November 18, 2014
Aloha! Whether arriving or leaving, Hawaii is the best U.S. state for retirees in 2014, according to a new study.
November 13, 2014
Professional financial advice can help eliminate the gender gap in retirement confidence, according to a TIAA-CREF survey released today.
November 12, 2014
Once the Tax Court ruled against a taxpayer in a controversial interpretation of the “once-a-year” rollover rule for IRAs, the IRS was only too willing and eager to jump on the bandwagon. But at least it delayed enforcement of the ruling until January 1, 2015. Now, under new guidance just issued by the IRS, procrastinators...…
November 5, 2014
Now that the dust has settled from the mid-term elections – with the Republican party firmly in control of both houses of Congress – what are the prospects for comprehensive tax reform? Not as favorable as you might think. Although the GOP hopes to break
November 5, 2014
A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.
November 4, 2014
Thomson Reuters has released a free special report, Record Retention Requirements for Health & Welfare Benefits, to accompany its publication of a second edition book on the topic.
November 3, 2014
A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.
November 2, 2014
If you haven’t converted a traditional IRA to a Roth by now, you’re probably never going to do it…right? That’s not necessarily true. In fact, some of your clients who have been sitting on the fence for awhile may be convinced to finally take the leap ...
October 28, 2014
Intuit is introducing three new programs aimed to make tax professionals more profitable with incentives up to $25 per return, free software offers and a free service to find new clients.
October 28, 2014
The Internal Revenue Service has released several options for Spanish speakers to get information about the tax provisions of the Affordable Care Act. Two recently issued YouTube videos feature IRS Commissioner John Koskinen: Disposición de La ...
October 27, 2014
Considering giving a large cash gift to a loved one during the coming holidays? Thinking of making a big donation to charity or buying small gifts for business associates? Such gestures may provide you with your own present next year: a tax deduction.